Best Financial Advisors in Burnaby, BC

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Burnaby area.

Carlo Sarabia - Financial Advisor

Carlo Sarabia - Financial Advisor

(11)
Protecting Your Wealth, Building Your Wealth, Added Value Services
“It is without hesitation that I highly recommend Carlo Sarabia Insurance Broker for outstanding in securing and advising on the most suitable insurance for my family, both in a professional and friendly manner.”
In Business Since 2020
4710 Kingsway, Burnaby, BC V5H 4J5
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Cloudiverse Cpas

Cloudiverse Cpas

(16)
Income Tax Preparation, Advisory Services, Book Keeping
“Unlike most of them, Lydia understood right away what had to be done and revised my tax returns to get me a refund which was more than what I had expected.”
4538 Kingsway #513, Burnaby, BC V5H 4T9
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Stratego Financial

Stratego Financial

(3)
Pre-Retirees, Retirees, Business Owners
“Vanson has helped and advised me with obtaining private health and dental insurance and travel insurance.”
In Business Since 2010
4545 Hastings St, Burnaby, BC V5C 2K3
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The Lifestyle Protector

The Lifestyle Protector

(2)
Wealth Management, Financial Planning, Estate Planning
“I highly highly recommend Lynn as one of those rare professionals who genuinely cares, provides a warm personal touch, while providing expert holistic advice.”
2025 Willingdon Ave, Burnaby, BC V5C 3Z3
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IPC Investment Corporation - Mike Mollica

IPC Investment Corporation - Mike Mollica

(1)
Tax Planning, Cash & Credit Management, Estate Planning
“I like that I can leave my children's education fund in their hands and not have to deal with it for years.”
In Business Since 2013
4561 Hastings St, Burnaby, BC V5C 0J5
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Thaker Financial

Thaker Financial

(12)
  • Networking
  • Insurance
  • Business
“I recently met with her to set up a critical illness insurance policy for myself, something I never previously thought about that I now consider crucial.”
In Business Since 2018
Vancouver, BC
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Axiom-Frontline Financial Services

Axiom-Frontline Financial Services

“Theresa's services are very professional, reliable, legit and always on time. Products she is providing are clearly explained allowing customers to better understand what they will be getting. Very friendly and caring environment. Overall experience:...”
4555 Kingsway #202, Burnaby, BC V5H 4V8
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Save Corporation Tax - 10 Ways to Reduce Corporation Tax

Save Corporation Tax - 10 Ways to Reduce Corporation Tax

(1)
“Thanks for the tax saving strategies”
30+ Years Experience
3011 Underhill Ave #108, Burnaby, BC V5A 3C2
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Cinnamon Jang Willoughby

Cinnamon Jang Willoughby

(1)
“Edit: no more free coffee, 4 stars.”
In Business Since 1995
4720 Kingsway #900, Burnaby, BC V5H 4N2
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Orca Financial

Orca Financial

(5)
“I would certainly recommend Orca Pacific and wish them only the best in the future.”
ORCA Financial Publishers, 4400 Dominion St #260, Burnaby, BC V5G 4G3
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Clear Path Financial Planners

Clear Path Financial Planners

Incorporated Professionals, Business Owners, Willing Wisdom
“You run a successful business but the path to success hasn't been without challenges. One of the biggest challenges business owners face is not having enough time. You're busy managing staff, selling your products and services, working on operations ...”
In Business Since 2013
4603 Kingsway #210, Burnaby, BC V5H 4M4
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E-Focus CPA Business Solutions

E-Focus CPA Business Solutions

Tax Preparation and Planning, Outsourced Accounting and Bookkeeping, Outsourced Cfo/Controller
“Our CPA firm can keep your books up-to-date, accurate, and organized with our outsourced accounting and bookkeeping services. We'll take on everything from accounts payable and monthly reconciliations of your bank and credit card accounts, to process...”
In Business Since 2016
4170 Still Creek Dr #200, Burnaby, BC V5C 6C6
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Wealthviser Private Wealth

Wealthviser Private Wealth

Process, Team, Philosophy
““Our clients come to us to help preserve and grow their wealth, and to find a true path to financial independence for themselves and their loved ones. We truly believe the planning our clients do with us allows them to make a difference in their own ...”
In Business Since 2020
2025 Willingdon Ave #900, Burnaby, BC V5C 0J3
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Capital Concepts Group

Capital Concepts Group

“Capital Concepts Group has helped hundreds of people just like you to answer these questions. Together, we can discover your Successful Retirement Number and tailor a personalized plan to achieve it. We'll be happy to provide you with a complimentary...”
Metrotower II, 1030 - 4720 Kingsway, Burnaby, BC V5H 4N2
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Contextplanning

Contextplanning

“Keith is President of context planning ltd. and is an independent insurance advisor able to quote, source and place business with all the major companies in Canada's insurance market. He works with personal and corporate clients on their risk managem...”
In Business Since 2000
214-3823 Henning Dr, Burnaby, BC V5C 6P3
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Eric Muir - Raymond James

Eric Muir - Raymond James

“Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subs...”
In Business Since 2003
4720 Kingsway #1133, Burnaby, BC V5H 4N2
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Inwest Financial

Inwest Financial

“This year has been a brutal one for investors. Stocks are down, bonds are down, real estate is down—there has been nowhere to hide. TheToronto Stock Exchangenet total return is negative 11% year-to-date. The S&P 500 has been much worse, with a 23% dr...”
Transparent Fees & Pricing
In Business Since 2019
6588 Southoaks Crescent #107, Burnaby, BC V5E 4K1
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Hibernia Financial Group

Hibernia Financial Group

“Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc.. Please confirm ...”
4545 Hastings St, Burnaby, BC V5C 2K3
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True Asset Advisory

True Asset Advisory

“True wealth is lasting, it stands the test of the markets and risks that comes our way. Truewealth allows us the freedom to live the life we choose. True wealth does not come from investment funds of the week or tax evasion strategies. True wealth is...”
4388 Still Creek Dr #218, Burnaby, BC V5C 6C6
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Money Strategies Financial

Money Strategies Financial

“We treat all our clients with the utmost respect by providing them with competent advice in a friendly, relaxed atmosphere; delivered with a personal touch. You will find us enjoyable to work with and supportive of our service.”
3823 Henning Dr #205, Burnaby, BC V5C 6P3
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Live Longer Live Better

Live Longer Live Better

METROTOWER 3 2000-4730, Kingsway, Burnaby, BC V5H 0C6
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Innovative Wealth Management

Innovative Wealth Management

“Philip Primeau and the staff at Innovative have prepared our annual tax returns for many years and we have always been happy with the results. Last year, we employed them as a tax advisor and we were given a range of income/tax options that helped us...”
200-4170 Still Creek Dr, Burnaby, BC V5C 6C6
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Ocean 6 Wealth Advisory

Ocean 6 Wealth Advisory

(31)
Insurance Strategies, Investment Solutions, Partners
“I was hesitant to get a financial planner before because I wan't sure it would be worth the cost but I'm now I'm very happy I made the investment because its given me peace of mind and confidence in my financial plans.”
680-375 Water St, Vancouver, BC V6B 5C6
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Balanced Financial Services

Balanced Financial Services

(26)
  • Understanding
  • Team
  • Investments
“His love and knowledge of history, trading markets/trends and investing, along with the ability to explain things in a comprehensive way have helped me to understand and grow my portfolio over the years.”
In Business Since 1997
2309 W 41st Ave #204, Vancouver, BC V6M 2A3
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Retirement Planning and Investment Management Services in Burnaby, BC Cost Estimates

Minimum cost
$1245
Maximum cost
$10577
National Average
$3733
Avg Per Hour Rates
$374
$2489
$6844
Average price range is based on 434 cost profiles
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Average Cost $3733
Minimum cost $1245
Maximum cost $10577
Avg Per Hour Rates $374

Average range $2489 to $6844 is based on 434 cost profiles.

Why these companies made our list

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